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            Integrated Onboarding: See the Big Picture

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            3. Financial Services Cloud Admin Guide

            Integrated Onboarding: See the Big Picture

            Visualize how the prebuilt sample app for Integrated Onboarding streamlines the customer onboarding process.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            Convert Lead to Opportunity

            To initiate the onboarding process, create a lead record for an applicant, and then convert the lead to an opportunity.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            Integrated Onboarding See the Big Picture
            1. When you convert a lead to an opportunity, the app triggers a Flow that creates two records:
              1. Application Form: This record stores the submitted application details, including information from the lead.
              2. FlowOrchestrationInstaRelaObj: This record tracks the orchestration process and the application form involved.
            2. The Process an Application Form to Onboard a New Applicant Flow Orchestration starts, using the application form as a reference.
            3. The Process an Application Form to Onboard a New Applicant Flow Orchestration creates three new records:
              1. Applicant: Holds information about the individual being onboarded.
              2. Party Profile: Stores applicant details for identity checks, risk assessment, and so on.
              3. Assessment: Captures the assessment results.
            4. Wait for Party Profile Processing
              The onboarding Flow Orchestration, Process an Application Form to Onboard a New Applicant pauses, waiting for the party profile record to be processed.
            5. When a Party Profile record is created, another FlowOrchestrationInstaRelaObj record that references the party profile record is also created. Creating the FlowOrchestrationInstaRelaObj record for the party profile, triggers the Process a Party Profile to Onboard a New Applicant Flow Orchestration.
            6. The Process a Party Profile to Onboard a New Applicant Flow Orchestration performs identity verification, risk assessment, and screening checks.
            7. Further Steps
              The process continues based on the verification and checks results.
             
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